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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,161 | $102,938+140.1% | $94,105+162.6% | $138,895+77.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 1.14% | 250.28%-249.1pp | 204.55%-203.4pp | 145.39%-144.3pp |
| Employer contribution / active EE | $23,227 | $2,732+750.2% | $2,504+827.4% | $4,194+453.8% |
| Participant deferral / active EE | $15,615 | $4,196+272.1% | $3,881+302.4% | $6,396+144.1% |
| Admin fee / account holder | $3,203 | $6,600-51.5% | $6,199-48.3% | $12,562-74.5% |